Recorded Webinars | Spotlight Reporting

Spotlight Resources for Advisory & Business

We've brought our webinars, videos, podcasts and more into one place so businesses and advisors can easily access the industry leading content to navigate challenging times and build advisory services.

Recorded Webinars

Lead From Where You Stand

Learn some essential skills every modern leader needs to drive team performance, accountability, and growth.

Guest of the Month: SuiteFiles

Our latest Guest of the Month episode, where we're sitting down with Daniel Rock, Chief Revenue Officer at SuiteFiles.

Recorded Webinar: How to use Automation to Improve your Work Efficiency in your Practice

In the new age of technology and automations, there are solutions that can help you achieve more efficiency with less headcount.

Reporting Unplugged: Group Consolidation

Learn how to create accurate consolidated reports and forecasts across multiple entities.

Reporting Unplugged: Dashboards

Get more value from Spotlight Dashboard with this practical training session.

Customer Voice - Jump! Swim Schools

With 60+ locations nationwide and more in development, see how Jump! Swim Schools uses reporting and insights to support continued growth.

Recording: Forecasting Power Hour (UK/US/ZA/CA)

Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.

Recording: Reporting Power Hour (UK/US/ZA/CA)

Watch this training webinar recording to see how Spotlight Reporting can help you to build custom-fit reports for your firm.

Run a Successful Forecasting Campaign in FY26

Learn how to run and deliver a successful Forecast campaign, and leverage expert tools to help your clients plan for FY26 with confidence.